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  1. User Guide

Form.io Developer Portal

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Last updated 3 months ago

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The Form.io Developer Portal is an application, and is the main landing page when authenticating into the Form.io platform. Here you can manage , , and environment (s). Click the image below to review the different elements and features found on the Form.io portal page.

If your Form.io environment is remotely deployed, your deployment will include a project. Here you can manage/create user accounts, configure Portal Translations, and apply other project customization.

Whether you're remotely deployed or consuming the SaaS model, you will find the following options and features within the Portal landing page.

Header

The header section allows you to return to the main Portal page by clicking the Form.io logo. The Hamburger icon will collapse the navigation tab, providing additional screen space.

Click the Documentation guide for quick access to the Form.io Help site, API Documentation, Examples, and more. Click your Username to access Account settings for updating profile information or logging out of the platform.

The Language dropdown will allow you to translate the Portal into other languages if configured in your environment.

Projects

Manage and view existing projects from the Project tab. Each Project is represented by a tile that includes the Project Title, Live Endpoint, and Description. Utilize the Search bar to quickly find a Project by searching a Project Name or Project Live Endpoint. Click the +Create Project button to create a new project within your environment.

Teams

Click the Teams tab to review all Team information associated with your account. Here you can find Teams you are part of or respond to any outstanding Team invitations.

Account Settings

Here you can review or update your Username, Email, and password account settings. Your unique User ID can also be found in between the Name and User Name when viewing your account settings.

License Management

Footer

The footer section contains the Portal version (application) and formio.js version (renderer) the platform is deployed with.

In the example below, the current portal version is 9.3.0, and formio.js renderer version is 5.0.0.

The platform Sever, Portal, and formiojs version numbers are helpful when reporting issues to the Form.io support team.

Customers with a Self-Hosted License can manage their License Utilizations through the SaaS portal at . To do so, log into your portal.form.io account and navigate to the 'License Management' page via the left-hand menu. This page provides an overview of all License Keys linked to your account, including details on license usage. It also offers tools for managing license enablement, adjustments, and utilization deletions.

Read More About Projects Here
Read More About Teams Here
https://portal.form.io
Read More About License Management Here
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